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Classes and Events

Year-End Tax and Estate Planning Class

Learn how to plan for your financial future at this free seminar.

Where

Pt. Loma/Hervey Branch Library


3701 Voltaire St.
San Diego, CA 92107
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When
Monday, Dec. 5, 10 to 11:30 am

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Free
  • Registration closes Dec. 5

Presented by Sharp Memorial Hospital plus

An estate planning expert leads this informational seminar on recent legislative changes implemented by Congress. He will also cover how wills, trusts and charitable planning can provide benefits to you and your family.

A free individual consultation can also be set up with the instructor for a later date.

Cancellation Policy plus

If you need to cancel your registration for this event, please call 1-800-827-4277 Monday through Friday, 7 am to 7 pm, or log in to your account to cancel online.

Special Instructions plus

If this class is full, please call 1-800-82-SHARP (1-800-827-4277) Monday through Friday, 8 am to 6 pm, and asked to be placed on our waitlist.

Presenter Information plus

Norm W. Timmins holds an undergraduate degree in accounting from the University of North Dakota and a juris doctor degree from Thomas Jefferson School of Law in San Diego. He has worked at both Wells Fargo and Merrill Lynch and is currently the gift and estate planning director for the Sharp HealthCare Foundation.

Timmins is securities registered as a general securities representative (Series 7) and an investment advisor (Series 66) and is also life, health and variable annuity licensed.

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